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MANI, First Half Ordinary Profit Unexpectedly Revised Upward by 31%
7730 MANI, INC. 【J-GAAP】
Earnings ReportMANI, INC. <7730> [TSE Prime] announced its financial results after the market closed on April 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) expanded 5.61 billion yen, an increase 31.4% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 3.0% decrease.
Progress toward the full-year plan of 8.95 billion yen was 62.8%, also surpassing the five-year average of 48.5%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the March to August period (second half) is expected to decrease 16.6% from the same period last year to 3.33 billion yen.
In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit increased 48.2% from the same period last year, reaching 2.93 billion yen. The operating profit margin rose from 28.9% in the same period last year to 34.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2023 | 13,908 | 4,197 | 4,551 | 3,191 | 32.4 | 53.8 | Apr 8, 2024 | J-GAAP |
| Sep - Feb, 2024 | 14,810 | 4,172 | 4,277 | 2,940 | 29.9 | 51.7 | Apr 9, 2025 | J-GAAP |
| Sep - Feb, 2025 | 16,106 | 5,097 | 5,619 | 3,898 | 39.6 | 62.8 | Apr 14, 2026 | J-GAAP |
| YoY | +8.8% | +22.2% | +31.4% | +32.6% | +32.6% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Guidance | 15,850 | 4,300 | 4,150 | 3,000 | 30.5 | 17 | Oct 8, 2025 | J-GAAP |
| Sep - Feb, 2025 Results | 16,106 | 5,097 | 5,619 | 3,898 | 39.6 | 17 | Apr 14, 2026 | J-GAAP |
| Revision Rate | +1.6% | +18.5% | +35.4% | +29.9% | +29.9% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 | 15,158 | 4,021 | 3,994 | 1,703 | 17.3 | 23 | Oct 8, 2025 | J-GAAP |
| Mar - Aug, 2026 Guidance | 16,694 | 4,103 | 3,331 | 2,552 | 25.9 | 24 | Apr 14, 2026 | J-GAAP |
| YoY | +10.1% | +2.0% | -16.6% | +49.9% | +49.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2024 | 28,513 | 8,392 | 8,464 | 6,286 | 63.8 | 39 | Oct 7, 2024 | J-GAAP |
| Aug, 2025 | 29,968 | 8,193 | 8,271 | 4,643 | 47.1 | 39 | Oct 8, 2025 | J-GAAP |
| Aug, 2026 Guidance | 32,800 | 9,200 | 8,950 | 6,450 | 65.5 | 41 | Oct 8, 2025 | J-GAAP |
| YoY | +9.5% | +12.3% | +8.2% | +38.9% | +38.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 7,155 | 2,065 | 1,979 | 1,342 | 13.6 | 28.9 | Apr 9, 2025 | J-GAAP |
| Mar - May, 2025 | 7,470 | 1,963 | 1,751 | 1,314 | 13.3 | 26.3 | Jul 9, 2025 | J-GAAP |
| Jun - Aug, 2025 | 7,688 | 2,058 | 2,243 | 389 | 4.0 | 26.8 | Oct 8, 2025 | J-GAAP |
| Sep - Nov, 2025 | 7,828 | 2,255 | 2,686 | 1,896 | 19.3 | 28.8 | Jan 14, 2026 | J-GAAP |
| Dec - Feb, 2025 | 8,278 | 2,842 | 2,933 | 2,002 | 20.3 | 34.3 | Apr 14, 2026 | J-GAAP |
| YoY | +15.7% | +37.6% | +48.2% | +49.2% | +49.2% |
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